Representing Educating Connecting Serving
Independent Financial Advisors
for over 30 years

Voice at the table We have a voice at the table when policy decisions impacting your business are discussed.
Insurance coverage Get coverage through our Errors & Omissions insurance program, specifically tailored for independent brokers, MGAs, and dealers.
Regulatory changes Stay on top of regulatory changes, compliance requirements, and news from the Canadian financial services sector.
Saving money Our members save money on the products and services that support financial services businesses.
Continuing education We provide financial advisors with the Continuing Education credits they need to stay knowledgeable and licensed.

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Upcoming events


IFB 2016 Toronto Spring Summit

Jun 01st, 2016
Mississauga, Ontario

Further your understanding of the financial services landscape by hearing from speakers and organizations that know the

Details & register

crowd attention

IFB 2016 Winnipeg Regional Event

Sep 20th, 2016
Winnipeg, Manitoba

IFB’s Winnipeg Regional Event offers financial brokers valuable continuing education credits, seminars on the latest

Details & register


IFB 2016 Saskatoon Regional Event

Sep 22nd, 2016
Saskatoon, Saskatchewan

Earn continuing education credits, speak with financial services experts, and meet fellow brokers in your area. IFB’s

Details & register


IFB 2016 BC Fall Summit

Oct 19th, 2016
Vancouver, British Columbia

Strengthen your knowledge of the Canadian financial services sector while meeting industry experts and other advisors like

Details & register


IFB 2016 Toronto Fall Summit

Nov 01st, 2016
Mississauga, Ontario

Further your understanding of the financial services landscape by hearing from speakers and organizations that know the

Details & register


IFB 2016 Alberta Fall Summit

Nov 15th, 2016
Calgary, Alberta

IFB brings seasoned professionals and industry expects face-to-face with independent brokers at our Alberta Summit. Brokers

Details & register

Latest industry news


13th Jul 2016

IFB Staff

Investment Executive – Why retired advisors can be sued

Ellen Bessner, partner at Babin Bessner Spry LLP speaks with Dan Richards, CEO of Client Insights, on why advisors can be sued in retirement, and explains the steps you need to take to ensure you are not at risk.  You can watch the interview HERE to learn more about having good files and ERP insurance. To find out more about IFB’s E&O program and ERP insurance, click here!

Full article

2016 Member Resources Now Available

Get unlimited access to customizable documents, templates, and forms for your business. Members have 24/7 access to all IFB members resources at no extra charge. Login and download our latest resources today.

About IFB

We are a national professional association that has served independent financial advisors across Canada for over 30 years. We believe that independent financial advice is valuable for Canadians, and we communicate that value to federal and provincial regulators on behalf of the licensed advisors we represent in order to help our industry grow and succeed.

We provide our members with regulatory support, advice, education, professional liability insurance and business services to help them run compliant and efficient practices.

I personally want to invite you to become a member of our expanding organization.

Nancy Allan, Executive Director